Updating Summary Field with custom form data

Question

We are in the process of creating an Onboarding task for our HR department.   We would like to update the "Summary" field to include the users name, but we are unable to figure out the JQL syntax to update the field.

For example, we have a new onboarding task submitted by HR for a user named "John Smith".  We would like to update the summary field to read "Employee Onboarding - John Smith"

In our HR Onboarding form, we are designating the full name as "HR-Full Legal Name", but we are having hard time getting this to update from the either the Issue config or by using an automation rule that updates the summary name.

Mikael Sandberg · Accepted Answer

You can do this with automation, that is what I do with our onboarding tasks. You would need to link the field on the form that have the employee name to a Jira field, and the automation would look something like this:

Note that this is a very simplified version of the automation, you want to add a condition that checks the request type so that it does not trigger on all requests.